Software for Finance

Put your customers at the centre of your business to create a repeatable cycle of customer satisfaction that delivers real value.

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Software solutions for the finance industry

Finance industry challenges

A critical need for compliance

A critical need for compliance, always. Difficulties understanding your customers, including their behaviour. The right way to engage with customers when there’s no single view of them. Poor integrations with existing systems. Siloed marketing tasks, which undermine your efforts. 

We’ll help you cut through the bulls***t and find the smart software solution for your finance business

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Let our experts guide you to the right software solution.

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Common problems

There are problems in the Finance industry that
software can fix!

- Compliance is critical

- Disjointed marketing

- Understanding client behaviour is difficult

- Poor sales visibility

- No single view of the customer
- Lack of customer journeys
- Messy integrations
- No monitoring
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How software can help

A Finance CRM is basically software designed specifically to manage financial services effectively.

A finance CRM (customer relationship management) is designed specifically to manage financial services effectively.It puts customers at the centre of your business, ensuring that how you support your customers is as strong as what you offer your customers. Finance CRM ensures you provide the best possible service to your customers, creating engaged, satisfied customers that always come back for more.

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Ezi Car Rental

Ezi Car Rental operates a successful car rental business and is expanding its NZ brand and associated marketing activity. All online reservations and bookings are entered into the existing Booking system, Ezi Car Rental would like to expand its marketing content and build its brand. However, lacking a CRM system, Ezi Car Rental has no way to accurately segment their customer data in detail as the existing booking system does not allow effective segmentation with the level of granularity required. As a consequence, the marketing messages that are generated are not as effective as they could be as they are not targeted at the correct customers, and this is an area that could be significantly improved.

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